Shock Absorber Growth Portfolios

Investment Objective

We strive to provide an acceptable rate of capital appreciation while experiencing one half of the risk of the S&P 500 Stock Index*, using primarily equity investments.

How We Do It

Your money will be invested primarily in stocks and commodities mutual funds and ETFs, both foreign and domestic, inverse and leveraged, and a money market fund. The proprietary HCM Safety Net indicator is designed to warn of potentially sudden declines in which case stock market exposure may be quickly reduced.

Client Protection And Investment Discretion

All accounts are held at a Qualified Custodian, providing SIPC protection for all accounts. Hepburn Capital does not hold client moneys. Accounts are managed on a discretionary basis with notification of account activity provided in monthly statements prepared by an independent custodian.

Suitability

If you want to pursue high total return from a portfolio that focuses on growth investing but with more consistent returns and a lower surprise factor than is available through normal growth investments, the Shock Absorber Growth strategy may be for you.

Minimums

The Shock Absorber Growth strategy as described is designed for accounts of $250,000 and above, although the same decision making process may be used in smaller accounts using different investments. The minimum fee is $195 per month.

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